See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,592 | $80,717+72.9% | $154,803-9.8% | $84,808+64.6% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,541 | $2,761+209.3% | $4,305+98.4% | $2,631+224.6% |
| Participant deferral / active EE | $6,507 | $3,303+97.0% | $5,540+17.4% | $4,212+54.5% |
| Admin fee / account holder | $2,205 | $6,746-67.3% | $14,329-84.6% | $7,344-70.0% |